Latest Institutional Transactions on Brown & Brown, Inc. (BRO)
This table provides information on the latest institutional transactions involving Brown & Brown, Inc. (BRO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
22.7KNew |
$2.29M - $2.83M
|
22.7K
$2.46M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.93K+ 1.73% |
$294K - $364K
|
172K
$18.6M
|
|
|
May 09, 2025
Q1 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
533New |
$53.6K - $66.3K
|
533
$57.6K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-290- 6.86% |
$29.2K - $36.1K
|
3.94K
$426K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.75K- 14.52% |
$377K - $466K
|
22.1K
$2.39M
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
193+ 1.98% |
$19.4K - $24K
|
9.94K
$1.08M
|
|
|
May 09, 2025
Q1 2025
|
Ing Groep Nv
|
SELL
|
- |
-82- 0.76% |
$8.24K - $10.2K
|
10.6K
$1.15M
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
9+ 1.78% |
$905 - $1.12K
|
515
$55.7K
|
|
|
May 09, 2025
Q1 2025
|
Mitchell Capital Management CO
|
BUY
|
- |
19.4KNew |
$1.95M - $2.41M
|
19.4K
$2.09M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-7.33K- 85.26% |
$737K - $911K
|
1.27K
$137K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
14.9K+ 1610.62% |
$1.49M - $1.85M
|
15.8K
$1.71M
|
|
|
May 09, 2025
Q1 2025
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-2.41K- 26.71% |
$243K - $300K
|
6.62K
$716K
|
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
11.2KNew |
$1.13M - $1.4M
|
11.2K
$1.21M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-897- 42.65% |
$90.2K - $112K
|
1.21K
$130K
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-98.1K- 75.88% |
$9.86M - $12.2M
|
31.2K
$3.37M
|
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
5+ 0.14% |
$503 - $622
|
3.56K
$385K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
275+ 17.32% |
$27.6K - $34.2K
|
1.86K
$201K
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
333+ 10.96% |
$33.5K - $41.4K
|
3.37K
$365K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
49+ 9.23% |
$4.93K - $6.1K
|
580
$62.7K
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
5.23K+ 88.66% |
$526K - $651K
|
11.1K
$1.2M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
21+ 1.0% |
$2.11K - $2.61K
|
2.11K
$229K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
14+ 1.65% |
$1.41K - $1.74K
|
864
$93.4K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-266K- 11.71% |
$26.7M - $33.1M
|
2.01M
$217M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
561K+ 1.87% |
$56.4M - $69.8M
|
30.5M
$3.3B
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
67+ 24.28% |
$6.74K - $8.33K
|
343
$37.1K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
88New |
$8.85K - $10.9K
|
88
$9.52K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
18.1K+ 1.34% |
$1.82M - $2.26M
|
1.37M
$149M
|
|
|
May 09, 2025
Q1 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
4.24KNew |
$426K - $527K
|
4.24K
$458K
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-1.59K- 12.45% |
$160K - $198K
|
11.2K
$1.21M
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-275- 1.01% |
$27.6K - $34.2K
|
27.1K
$2.93M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-5.54K- 5.62% |
$557K - $689K
|
93K
$10.1M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-562- 1.09% |
$56.5K - $69.9K
|
50.8K
$5.49M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-1.2K- 99.92% |
$121K - $149K
|
1
$108
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-82.3K- 85.4% |
$8.28M - $10.2M
|
14.1K
$1.52M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.18KNew |
$219K - $271K
|
2.18K
$236K
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
11+ 0.26% |
$1.11K - $1.37K
|
4.27K
$462K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-62- 2.59% |
$6.23K - $7.71K
|
2.34K
$252K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
28+ 20.44% |
$2.82K - $3.48K
|
165
$17.8K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-3- 0.39% |
$302 - $373
|
774
$83.7K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.96KNew |
$700K - $866K
|
6.96K
$753K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-37.3K- 84.98% |
$3.75M - $4.64M
|
6.6K
$713K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
9.77K+ 58.99% |
$982K - $1.22M
|
26.3K
$2.85M
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-281- 7.66% |
$28.3K - $35K
|
3.39K
$366K
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-179K- 9.67% |
$18M - $22.2M
|
1.67M
$180M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
103+ 4.24% |
$10.4K - $12.8K
|
2.53K
$274K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
42New |
$4.22K - $5.22K
|
42
$4.54K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-147- 0.46% |
$14.8K - $18.3K
|
31.8K
$3.44M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-14- 1.77% |
$1.41K - $1.74K
|
777
$84K
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-2.23K- 14.13% |
$224K - $277K
|
13.5K
$1.46M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
117K+ 13.84% |
$11.7M - $14.5M
|
958K
$104M
|